Evoke Wealth’s Federal Realty Investment Trust FRT Stock Holding History

Evoke Wealth’s Portfolio FRT Stock Details FRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,251	Closed	-$239K	–	237
2026 Q1	$239K	Buy	+2,251	New	+$235K	﹤0.01%	607
2022 Q4	–	Sell	-3	Closed	–	–	663
2022 Q3	$0	Hold	3	–	–	﹤0.01%	1205
2022 Q2	$0	Sell	3 -12	-80%	-$1.35K	﹤0.01%	1197
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	1039
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	1042
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	1072
2021 Q2	$2K	Sell	15 -56	-79%	-$6.36K	﹤0.01%	1045
2021 Q1	$7K	Buy	71 +56	+373%	+$5.4K	﹤0.01%	763
2020 Q4	$1K	Sell	15 -4	-21%	-$333	﹤0.01%	958
2020 Q3	$1K	Sell	19 -31	-62%	-$2.44K	﹤0.01%	927
2020 Q2	$4K	Buy	50 +35	+233%	+$2.83K	﹤0.01%	720
2020 Q1	$1.13K	Sell	15 -549	-97%	-$63.2K	﹤0.01%	909
2019 Q4	$73.2K	Hold	564	–	–	0.01%	352
2019 Q3	$77.4K	Buy	+564	New	+$74.4K	0.01%	411

Other funds holding FRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evoke Wealth's FRT Position: Q2 2026 in Review

Evoke Wealth sold out of Federal Realty Investment Trust (FRT) in Q2 2026, closing a stake of 2,251 shares — an estimated $239K sold.

Evoke Wealth first reported a position in FRT in Q3 2019 and held it in 14 quarters. The position peaked at $239K in Q1 2026. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Evoke Wealth reported no remaining Federal Realty Investment Trust position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 2,251 Federal Realty Investment Trust shares in Q2 2026, an estimated $239K.
Evoke Wealth first reported a position in Federal Realty Investment Trust in Q3 2019 and held it in 14 quarters.
Evoke Wealth's Federal Realty Investment Trust position peaked at $239K in Q1 2026.
621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.